Course curriculum

    1. Meet and Greet!!!

    1. Chapter 1 Topics:

    2. Gusto Documents

    3. Time Sheets

    1. Chapter 2 Topics

    2. Email and Chats

    3. Drive and Docs

    4. Email/ Drive Assignment

    1. Chapter 3 Topics

    2. CRM/ TLD

    3. Building a Policy in TLD

    4. Finalizing a Policy in TLD

    5. TLD Document Assignment

    6. TLD Recording Assignment

    1. Chapter 4 Topics

    2. Sherpa Enrollment Platform and Quoting

    3. Application Setup in TLD

    4. Application Submission in Sherpa

    5. FFM Integration in Sherpa

    6. Finalize Application in TLD

    7. Marketplace Compliance

    8. Sherpa Application Assignment

About this course

  • Free
  • 22 lessons
  • 0.5 hours of video content

Discover your potential, starting today

Enroll today